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FSMAX vs HFMRX
FSMAX vs HFMRX Comparison
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FSMAX vs HFMRX Comparison Chart in %
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FSMAX vs. HFMRX commentary
Sep 21, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FSMAX is a Hold and HFMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. HFMRX (3.03B). FSMAX pays higher dividends than HFMRX: FSMAX (0.49) vs HFMRX (0.00). FSMAX was incepted earlier than HFMRX: FSMAX (15 years) vs HFMRX (17 years). HFMRX (1.48) is less costly to investors than FSMAX (0.04). HFMRX is a more actively managed with annual turnover of: 81.00 vs. FSMAX (23.00). FSMAX (0) and HFMRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.53 vs. HFMRX (-23.21). FSMAX return over 5 years is better than : 31.98 vs. HFMRX (-41.64).
| FSMAX | HFMRX | FSMAX / HFMRX | |
| Total Expense Ratio | 0.04 | 1.48 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.48 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 12.983 | 0.754 | 1,722% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 3.03B | 1,325% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 11.53 | -23.21 | -50% |
| Returns for 3 years | 65.97 | -12.61 | -523% |
| Returns for 5 years | 31.98 | -41.64 | -77% |
| Returns for 10 years | 130.24 | -11.68 | -1,115% |
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